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Exchange Capital Management Inc. Sells 1,929 Shares of PepsiCo, Inc. $PEP
Exchange Capital Management Inc. reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Hardman Johnston Global Advisors LLC Lowers Holdings in Bank of America Corporation $BAC
Hardman Johnston Global Advisors LLC cut its stake in Bank of America Corporation (NYSE:BAC) by 9.7% during the 2nd quarter, Holdings Channel.com reports. The fund owned 500,950 shares of the financial services provider’s stock... More of this article »
Hilltop National Bank Makes New $862,000 Investment in Chevron Corporation $CVX
Hilltop National Bank acquired a new position in Chevron Corporation (NYSE:CVX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Cromwell Holdings LLC Has $347,000 Position in NextEra Energy, Inc. $NEE
Cromwell Holdings LLC grew its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 291.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Cornell Pochily Investment Advisors Inc. Acquires 325 Shares of Caterpillar Inc. $CAT
Cornell Pochily Investment Advisors Inc. grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 3.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Greenwood Capital Associates LLC
Greenwood Capital Associates LLC lowered its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 8.6% during the second quarter, according to the company in its most recent Form 13F filing... More of this article »
Abundance Wealth Counselors Has $1.13 Million Holdings in Bank of America Corporation $BAC
Abundance Wealth Counselors lessened its holdings in Bank of America Corporation (NYSE:BAC) by 1.9% in the 2nd quarter, Holdings Channel reports. The firm owned 23,771 shares of the financial services provider’s stock after... More of this article »
B.O.S.S. Retirement Advisors LLC Sells 683 Shares of iShares Russell 2000 ETF $IWM
B.O.S.S. Retirement Advisors LLC lowered its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 33.4% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 1,362 shares of the... More of this article »
iShares Russell 2000 ETF $IWM Holdings Lowered by HighMark Wealth Management LLC
HighMark Wealth Management LLC lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Vanguard Value ETF $VTV Holdings Raised by Warner Financial Inc.
Warner Financial Inc. increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Investment Planning Advisors Inc. Sells 49 Shares of Vanguard Mid-Cap ETF $VO
Investment Planning Advisors Inc. lessened its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Abacus Planning Group Inc. Reduces Position in Vanguard Small-Cap Value ETF $VBR
Abacus Planning Group Inc. reduced its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.3% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Matauro LLC Has $321,000 Position in NIKE, Inc. $NKE
Matauro LLC reduced its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 76.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,516 shares of... More of this article »
Hilltop National Bank Purchases Shares of 5,888 Palo Alto Networks, Inc. $PANW
Hilltop National Bank purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
NIKE, Inc. $NKE Shares Acquired by Mattern Capital Management LLC
Mattern Capital Management LLC lifted its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 6.3% during the 2nd quarter, Holdings Channel reports. The firm owned 116,178 shares of the footwear maker’s stock... More of this article »
F&V Capital Management LLC Sells 147,040 Shares of Gilead Sciences, Inc. $GILD
F&V Capital Management LLC reduced its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 96.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Mechanics Financial Corp Cuts Stock Holdings in UnitedHealth Group Incorporated $UNH
Mechanics Financial Corp trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Sterling Investment Counsel LLC Acquires 435 Shares of United Parcel Service, Inc. $UPS
Sterling Investment Counsel LLC boosted its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 13.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Whelan Financial Boosts Stock Position in Chipotle Mexican Grill, Inc. $CMG
Whelan Financial raised its position in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 44.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Custos Family Office LLC Decreases Stock Position in iShares MSCI USA Min Vol Factor ETF $USMV
Custos Family Office LLC trimmed its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 0.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
OLD Second National Bank of Aurora Lowers Stock Holdings in Public Service Enterprise Group Incorporated $PEG
OLD Second National Bank of Aurora reduced its position in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 2.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Crews Bank & Trust Raises Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Crews Bank & Trust grew its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Asset Advisors Investment Management LLC Purchases 945 Shares of The Charles Schwab Corporation $SCHW
Asset Advisors Investment Management LLC lifted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Greenwood Capital Associates LLC Takes Position in The Estee Lauder Companies Inc. $EL
Greenwood Capital Associates LLC acquired a new stake in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
25 LLC Raises Holdings in Dimensional US High Profitability ETF $DUHP
25 LLC grew its position in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 7.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Dimensional U.S. Core Equity 2 ETF $DFAC Shares Purchased by 25 LLC
25 LLC boosted its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.9% during the second quarter, Holdings Channel reports. The institutional investor owned 76,817 shares of the company’s... More of this article »
Mirae Asset Global Investments Co. Ltd. Has $161.90 Million Stock Holdings in Merck & Co., Inc. $MRK
Mirae Asset Global Investments Co. Ltd. increased its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 13.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Shares Bought by West Financial Advisors LLC
West Financial Advisors LLC lifted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.3% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 39,706... More of this article »
Ledgewood Wealth Advisors LLC Sells 304 Shares of Invesco QQQ $QQQ
Ledgewood Wealth Advisors LLC cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Synergy Asset Management LLC Boosts Holdings in S&P Global Inc. $SPGI
Synergy Asset Management LLC raised its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 4.1% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Patriot Financial Group Insurance Agency LLC
Patriot Financial Group Insurance Agency LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.1% during the 2nd quarter, according to its most recent filing with the SEC. The firm... More of this article »
J. Safra Sarasin Holding AG Has $4.06 Million Stock Holdings in The Progressive Corporation $PGR
J. Safra Sarasin Holding AG grew its position in The Progressive Corporation (NYSE:PGR – Free Report) by 0.8% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Vanguard High Dividend Yield ETF $VYM Stake Lifted by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.6% in the 2nd quarter, according to its most recent Form 13F filing... More of this article »
Trinity Legacy Partners LLC Purchases 424 Shares of Southern Company (The) $SO
Trinity Legacy Partners LLC boosted its stake in Southern Company (The) (NYSE:SO – Free Report) by 0.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Triad Wealth Partners LLC Increases Stake in Abbott Laboratories $ABT
Triad Wealth Partners LLC increased its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 25.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Cornell Pochily Investment Advisors Inc. Acquires 2,349 Shares of Gilead Sciences, Inc. $GILD
Cornell Pochily Investment Advisors Inc. increased its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 24.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Philip Morris International Inc. $PM Shares Bought by Abacus Planning Group Inc.
Abacus Planning Group Inc. grew its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 31.6% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Abacus Planning Group Inc. Reduces Position in Automatic Data Processing, Inc. $ADP
Abacus Planning Group Inc. lessened its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 2.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Trinity Legacy Partners LLC Cuts Stock Position in American Express Company $AXP
Trinity Legacy Partners LLC lessened its stake in American Express Company (NYSE:AXP – Free Report) by 0.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Yeomans Consulting Group Inc. Purchases Shares of 3,122 Amphenol Corporation $APH
Yeomans Consulting Group Inc. acquired a new stake in shares of Amphenol Corporation (NYSE:APH – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Synergy Asset Management LLC Purchases 9,738 Shares of AbbVie Inc. $ABBV
Synergy Asset Management LLC increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 95.9% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 19,897 shares of the company’s stock after purchasing an... More of this article »
Custos Family Office LLC Has $537,000 Stock Position in Schwab US Broad Market ETF $SCHB
Custos Family Office LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 1.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 22,529 shares of the company’s... More of this article »
Patriot Financial Group Insurance Agency LLC Has $1.84 Million Stock Position in Cigna Group $CI
Patriot Financial Group Insurance Agency LLC reduced its position in shares of Cigna Group (NYSE:CI – Free Report) by 0.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
BSW Wealth Partners Purchases Shares of 954 Ecolab Inc. $ECL
BSW Wealth Partners purchased a new stake in Ecolab Inc. (NYSE:ECL – Free Report) during the 2nd quarter, Holdings Channel reports. The firm purchased 954 shares of the basic materials company’s stock, valued at approximately... More of this article »
BSW Wealth Partners Lowers Holdings in Chipotle Mexican Grill, Inc. $CMG
BSW Wealth Partners reduced its position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 15.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
River Street Advisors LLC Acquires 336 Shares of PepsiCo, Inc. $PEP
River Street Advisors LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
HighMark Wealth Management LLC Has $178,000 Stake in Solventum Corporation $SOLV
HighMark Wealth Management LLC raised its position in shares of Solventum Corporation (NYSE:SOLV – Free Report) by 8.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Albemarle Corporation (NYSE:ALB) Given Average Recommendation of “Reduce” by Brokerages
Shares of Albemarle Corporation (NYSE:ALB – Get Free Report) have been assigned a consensus recommendation of “Reduce” from the eighteen analysts that are covering the stock, MarketBeat reports. Four investment analysts... More of this article »